{"id":137255,"date":"2021-03-05T15:44:34","date_gmt":"2021-03-05T15:44:34","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/crm-erp-business-solution\/"},"modified":"2024-11-25T07:15:07","modified_gmt":"2024-11-25T07:15:07","slug":"crm-erp-business-solution","status":"closed","type":"plugin","link":"https:\/\/cn.wordpress.org\/plugins\/crm-erp-business-solution\/","author":18216844,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_crdt_document":"","version":"1.13","stable_tag":"trunk","tested":"6.7.5","requires":"3.0.1","requires_php":"5.2.4","requires_plugins":null,"header_name":"CRM ERP Business Solution | freelancers & SME","header_author":"extendWP","header_description":"CRM ERP Business Solution for Freelancers & SME to manage the business better.","assets_banners_color":"4f74b3","last_updated":"2024-11-25 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business appointments.<\/p>\n\n<p>CRM ERP BUSINESS SOLUTION plugin objective is to provide an easy to use inteface within WordPress backend to better and faster manage your business.\nCRM ERP Business Solution plugin <strong>does not require WooCoomerce<\/strong> as is a <strong>fully functional system<\/strong> for your offline Transactions \u2013 but with the relevant <a href=\"https:\/\/extend-wp.com\/product\/crm-erp-business-solution-wordpress-woocommerce-integration\/\" title=\"CRM ERP Business Solution for WordPress \u2013 WooCommerce Integration\">WooCommerce Extension &gt;&gt; <\/a>  , it will integrate seamlessly and provide better management of WooCommerce Customers, Invoicing etc.<\/p>\n\n<p><strong>WHAT YOU CAN DO<\/strong><\/p>\n\n<blockquote>\n- add offline products or services\n- add customers , vendors or suppliers &amp;&amp; track their balances and interaction with your business\n- add your offline sales or payments to vendors\n- print and send by email PDF invoices\n- write and send by email PDF Offers to customers\n- add your business appointments with Customers\n<\/blockquote>\n\n<h4>WHO CAN USE IT<\/h4>\n\n<p><strong>CRM ERP BUSINESS SOLUTION<\/strong> plugin can work for those that sell online with WooCommerce and\/or sell only offline.\nWith the business owner in mind that already has\n* a web presense or their company ie manages a <strong>WordPress website<\/strong> or\n* the one that <strong>sells online<\/strong> using the <strong>WooCommerce<\/strong> eshop solution<\/p>\n\n<h4>HOW DOES IT WORK<\/h4>\n\n<ul>\n<li>Install &amp; Activate the plugin<\/li>\n<li>Create Customers &amp; Vendors\/Suppliers<\/li>\n<li>Create your Offline Sales from Customers  or Payments to Vendors<\/li>\n<li>Add Due Payments to your offline sales or payments to vendors<\/li>\n<li>Print and Send Invoices to Customers by Email<\/li>\n<li>Add yout Business Appointments<\/li>\n<li>View all your Sales and Payments Statistics<\/li>\n<\/ul>\n\n<p>[youtube https:\/\/www.youtube.com\/watch?v=ALGY0CBCdho&amp;rel=0]<\/p>\n\n<p><strong>ALL CRM ERP FEATURES IN DETAIL<\/strong><\/p>\n\n<h4>CRM ERP Business Solution allows you to import offline Services \/ products<\/h4>\n\n<ul>\n<li>you can define Product Category<\/li>\n<li>you can define Product Price<\/li>\n<li>you can define Product Description<\/li>\n<li>you can define Product Image<\/li>\n<li>you can define Product Brand<\/li>\n<\/ul>\n\n<h4>CRM ERP customers \/ vendors<\/h4>\n\n<ul>\n<li>import your customers &amp; vendors<\/li>\n<li>add vat, billing address and info<\/li>\n<li>track their Balances and meet your Customer Relationship Management needs<\/li>\n<li>get a nice graphical presented user record page<\/li>\n<li>View all the user activities with your business<\/li>\n<li>User Personal info in detail<\/li>\n<li>Transactions imported in CRM EPR in detail<\/li>\n<li>Offers made to User in detail<\/li>\n<li>Products bought \u2013 extracted by transactions made<\/li>\n<\/ul>\n\n<h4>CRM ERP Offline Sales<\/h4>\n\n<p>import your offline sales easily &amp; set as Invoice Or direct Payment<\/p>\n\n<ul>\n<li>select products from your database for your sale transaction<\/li>\n<li>select Customer from your database for your sale transaction<\/li>\n<li>apply discounts per product &amp; in total<\/li>\n<li>add your payment method per Sale transaction \u2013 you predefine in settings<\/li>\n<li>Synchronise Product Stock: with each transaction Stock will be Updated , decreased in Offline Sales ( same way an Eshop works )<\/li>\n<li>add payments to your sales &amp;<\/li>\n<li>easily track each transaction balance<\/li>\n<li>print &amp; send Invoices to Customers<\/li>\n<\/ul>\n\n<h4>CRM ERP Offline Payments\/Purchases<\/h4>\n\n<ul>\n<li>import your offline payments to Vendors<\/li>\n<li>select products from your database for your payments transaction<\/li>\n<li>select Vendor from your database for your payments transaction<\/li>\n<li>apply discounts per product &amp; in total<\/li>\n<li>add your payment method per Payments transaction \u2013 you predefine in settings<\/li>\n<li>Synchronise Product Stock: with each transaction Stock will be Updated , Increased in Payments from Vendors \/ Suppliers<\/li>\n<li>add payments to your Transactions easily &amp;<\/li>\n<li>track each transaction balance<\/li>\n<\/ul>\n\n<h4>CRM ERP Invoicing System<\/h4>\n\n<ul>\n<li>print &amp; send by email Invoices with a click of a button<\/li>\n<li>select if you need an Invoice in every transaction in your settings<\/li>\n<li>use receipts instead of Invoices<\/li>\n<li>receipts in transactions payments that can be viewed and send by email<\/li>\n<li>auto generated template that includes business, customer details , notes, product info and totals<\/li>\n<li>ability to include your company logo<\/li>\n<li>customize your Invoices color scheme easily from plugin settings<\/li>\n<\/ul>\n\n<h4>CRM ERP Offers<\/h4>\n\n<ul>\n<li>print &amp; send by email Offers to your Customers &amp; Vendors<\/li>\n<li>Dynamically generated Offer form where you select your Products, the User for the Offer and you can write Custom Text to your User<\/li>\n<li>Track all your Offers easily by date and customer<\/li>\n<li>Easily turn any Offer to Invoice and send to Customer<\/li>\n<\/ul>\n\n<h4>CRM ERP Appointments<\/h4>\n\n<ul>\n<li>insert all your Appointments with your Customers or Vendors &amp; never lose track!<\/li>\n<li>get a List or Calendar view of Customers appointments, whatever fits your needs!<\/li>\n<li>view All User Appointments in Customer or Vendor Record page<\/li>\n<li>add New Appointment from Customer or Vendor Record page <\/li>\n<\/ul>\n\n<h4>CRM ERP Sales &amp; Payments Reporting<\/h4>\n\n<ul>\n<li>comprehensive Reporting of All your Transactions | Sales &amp; Payments to Vendors<\/li>\n<li>Reporting for Sales | you get reporting By Transaction, Product, Category, Customer, Payment Method with Date Filters &amp; count numbers to fast track your results<\/li>\n<li>Reporting for Payments to Vendors | you get same reporting with Sales for all your transactions with your Vendors<\/li>\n<li>Reporting by Year | get a fast overview in list and Graphical chart of the Total Numbers per Year<\/li>\n<li>Reporting by Month | get a fast overview in list and Graphical chart of the Total Numbers per Month<\/li>\n<li>General Reporting | get a fast overview graphical representation of all Balance, Total of Sales &amp; Payments &amp; Total of Pending Payments<\/li>\n<\/ul>\n\n<p><strong>YOU NEED MORE FEATURES OR A WOOCOMMERCE INTEGRATION?<\/strong><\/p>\n\n<p><strong><a href=\"https:\/\/extend-wp.com\/product\/crm-erp-business-solution-wordpress-woocommerce-pro-addon\/\" title=\"CRM ERP Business Solution for WordPress &amp; WooCommerce \u2013 PRO Addon\">PRO ADDON &gt;&gt; <\/a><\/strong><\/p>\n\n<ul>\n<li>offline product stock inventory: add stock quantities &amp; update Inventory after each Transaction<\/li>\n<li>bulk emails: send bulk emails and per customer or vendor &amp; keep track<\/li>\n<li>support ticket system: ticketing system for both backend &amp; frontend submission &amp; resolve all customers issues<\/li>\n<li>user activity tracking: select type of customers to track their actions on your website ( adding to cart, viewing a product .. ) &amp; know them better!<\/li>\n<li>user segmentation: easily further categorize your customers or vendors, valuable asset to query later &amp; view your segment statistics or send email in bulk!<\/li>\n<li>user discounts: add discounts per user or segment | once inserting a transaction discount can be applied automatically!<\/li>\n<li>products wholesale prices: apply wholesale prices in your products | once adding transaction, wholesale if applied is detected and you can apply it in your invoice!<\/li>\n<li>bulk import\/export: fast &amp; easily import &amp; export sales, payments, customers vendors &amp; appointments with the power of excel!<\/li>\n<\/ul>\n\n<p>[youtube https:\/\/www.youtube.com\/watch?v=F5eR8QLyLps&amp;rel=0]\n<a href=\"https:\/\/extend-wp.com\/product\/crm-erp-business-solution-wordpress-woocommerce-pro-addon\/\" title=\"CRM ERP Business Solution for WordPress &amp; WooCommerce \u2013 PRO Addon\">Get CRM ERP Business Solution PRO Addon here &gt;&gt; <\/a><\/p>\n\n<p><strong><a href=\"https:\/\/extend-wp.com\/product\/crm-erp-business-solution-wordpress-woocommerce-integration\/\" title=\"CRM ERP Business Solution for WordPress \u2013 WooCommerce Integration\">WOOCOMMERCE INTEGRATION ADDON &gt;&gt; <\/a><\/strong><\/p>\n\n<ul>\n<li>products stock inventory unified across eshop &amp; retail!<\/li>\n<li>WooCommerce Products: integrate into CRM ERP transactions<\/li>\n<li>customers: integrate in CRM ERP &amp; check all the Stats and Balances<\/li>\n<li>eshop Orders: view All Eshop orders per customer in CRM ERP Reporting and Customers Record Page<\/li>\n<li>invoicing: integrate CRM ERP invoice system fro Eshop Orders<\/li>\n<li>wholesale prices: apply wholesale in simple &amp; variable products<\/li>\n<li>reporting: integrate WooCommerce Sales Reports in CRM ERP<\/li>\n<li>helpdesk system: integrate CRM ERP support ticket system for Eshop Customers *<\/li>\n<li>HPOS WooCommerce Orders tables compatible 100%<\/li>\n<\/ul>\n\n<p>[youtube https:\/\/www.youtube.com\/watch?v=xPWa8qtbB9c&amp;rel=0]\n<a href=\"https:\/\/extend-wp.com\/product\/crm-erp-business-solution-wordpress-woocommerce-integration\/\" title=\"CRM ERP Business Solution for WordPress \u2013 WooCommerce Integration\">Get CRM ERP Business Solution WooCommerce Addon here &gt;&gt; <\/a><\/p>\n\n<!--section=installation-->\n<ol>\n<li>Upload the plugin files to the <code>\/wp-content\/plugins<\/code> directory and unzip, or install the plugin through the WordPress plugins screen directly.<\/li>\n<li>Activate the plugin through the 'Plugins' screen in WordPress<\/li>\n<li>Use the CRM ERP menu link to use the plugin.<\/li>\n<\/ol>\n\n<!--section=faq-->\n<dl>\n<dt id=\"how%20can%20i%20view%20customer%20record%20page%20and%20balance%3F\"><h3>How can I view Customer Record Page and Balance?<\/h3><\/dt>\n<dd><p>You need to go to Tab Customers , hover over User Column and press the View link. You can also track their balance as a total in Tab Vendors -TOTAL COLUMN -<\/p><\/dd>\n<dt id=\"how%20can%20i%20view%20vendor%2Fsupplier%20record%20page%20%20and%20balance%3F\"><h3>How can I view Vendor\/Supplier Record Page  and Balance?<\/h3><\/dt>\n<dd><p>You need to go to Tab Vendors , hover over User Column and press the View link. You can also track their balance as a total in Tab Vendors -TOTAL COLUMN -<\/p><\/dd>\n<dt id=\"do%20i%20need%20woocommerce%20to%20run%20crm%20erp%20business%20solution%20for%20wordpress%20%26%20woocommerce%20%3F\"><h3>Do I need WooCommerce to run CRM ERP Business Solution for WordPress &amp; WooCommerce ?<\/h3><\/dt>\n<dd><p>No! CRM ERP Business Solution is a stand alone business solution with an interface to import products , customers, suppliers and transactions independent from an Eshop.<\/p><\/dd>\n<dt id=\"can%20i%20send%20invoices%20to%20customers%20for%20each%20sale%20transaction%3F\"><h3>Can I send Invoices to Customers for each Sale Transaction?<\/h3><\/dt>\n<dd><p>Yes of course, the only prerequisite, is to go to CRM ERP Business Solution plugin setttings page, in Company Info section and complete company Details.<\/p><\/dd>\n<dt id=\"can%20i%20add%20product%20quantities%20%26%20maintain%20product%20stock%20inventory%3F\"><h3>Can I add product quantities &amp; maintain product stock inventory?<\/h3><\/dt>\n<dd><p>This feature is available in the <a href=\"https:\/\/extend-wp.com\/product\/crm-erp-business-solution-wordpress-woocommerce-pro-addon\/\" title=\"CRM ERP Business Solution for WordPress &amp; WooCommerce \u2013 PRO Addon\">PRO Addon<\/a>.<\/p><\/dd>\n<dt id=\"can%20i%20sync%20crm%20erp%20with%20woocommerce%3F\"><h3>Can I sync CRM ERP with WooCommerce?<\/h3><\/dt>\n<dd><p>This feature is available in the <a href=\"https:\/\/extend-wp.com\/product\/crm-erp-business-solution-wordpress-woocommerce-integration\/\" title=\"CRM ERP Business Solution for WordPress \u2013 WooCommerce Integration\">WooCommerce Addon<\/a>.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.12<\/h4>\n\n<p>fix uninistall process<\/p>\n\n<h4>1.11<\/h4>\n\n<p>fix settings saving issue\nshow signup only on plugin page<\/p>\n\n<h4>1.10<\/h4>\n\n<p>fixed report issue with countries\nadded deact form<\/p>\n\n<h4>1.0.9<\/h4>\n\n<p>hpos declarations support<\/p>\n\n<h4>1.0.8<\/h4>\n\n<p>chec woo compatibility<\/p>\n\n<h4>1.0.7<\/h4>\n\n<p>chec woo compatibility<\/p>\n\n<h4>1.0.6<\/h4>\n\n<p>localization<\/p>\n\n<h4>1.0.5<\/h4>\n\n<p>localization<\/p>\n\n<h4>1.0.4<\/h4>\n\n<p>Fix company phone and Vat settings saving bug<\/p>\n\n<h4>1.0.3<\/h4>\n\n<p>Add greek translation<\/p>\n\n<h4>1.0.2<\/h4>\n\n<p>Fix users dropdown in appointments<\/p>\n\n<h4>1.0.1<\/h4>\n\n<p>Fix in Apppointments tab redirect in \/admin.php?page=crm-erp-business-solution page<\/p>\n\n<h4>1.0<\/h4>","raw_excerpt":"CRM ERP BUSINESS SOLUTION for WordPress and WooCommerce for freelancers and SME to Import your Transactions, Products, Customers, Vendors, Appointment &hellip;","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/cn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/137255","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/cn.wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/cn.wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=137255"}],"author":[{"embeddable":true,"href":"https:\/\/cn.wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/wpcodefactory"}],"wp:attachment":[{"href":"https:\/\/cn.wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=137255"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/cn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=137255"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/cn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=137255"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/cn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=137255"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/cn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=137255"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/cn.wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=137255"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}